EFS
EXE

Essex Financial Services’s Expand Energy Corp EXE Stock Holding History

Essex Financial Services’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,829
Closed -$201K – 877
2026
Q1 		$201K Buy
+1,829
New +$195K 0.01% 759

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Essex Financial Services's EXE Position: Q2 2026 in Review

Essex Financial Services sold out of Expand Energy Corp (EXE) in Q2 2026, closing a stake of 1,829 shares — an estimated $201K sold.

Essex Financial Services first reported a position in EXE in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 491 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Essex Financial Services reported no remaining Expand Energy Corp position as of Q2 2026 after selling out during the quarter.
  • Essex Financial Services sold 1,829 Expand Energy Corp shares in Q2 2026, an estimated $201K.
  • Essex Financial Services first reported a position in Expand Energy Corp in Q1 2026 and held it in 1 quarter.
  • Essex Financial Services's Expand Energy Corp position peaked at $201K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.